See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,301 | $99,985-1.7% | $146,665-33.0% | $85,850+14.5% |
| Participation rate | 95.7% | 73.1%+22.7pp | 80.1%+15.7pp | 69.3%+26.4pp |
| Annual return | 13.15% | 18.93%-5.8pp | 22.74%-9.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,146 | $2,559-16.1% | $4,136-48.1% | $2,565-16.3% |
| Participant deferral / active EE | $5,545 | $4,006+38.4% | $5,506+0.7% | $3,952+40.3% |
| Admin fee / account holder | $46,980 | $7,702+510.0% | $10,280+357.0% | $6,260+650.5% |